Jonathan Myers DipPFS CeMAP

Jonathan joined Perspective in May 2023 when Brighter Financial Services joined the Group as Perspective (Brighter).

Jonathan has worked in financial services since 2008. Initially on the counter of a high street building society, then processing into management within branch and lastly becoming area mortgage advisor within the same firm. He joined Brighter Financial Services in 2016 as a trainee financial advisor and then progressed to senior independent financial advisor and operational management.

Jonathan enjoys helping clients plan and manage their money to reach their objectives, whether that be a new enquiry or reviewing current plans against clients’ financial objectives. Jonathan enjoys the variety of his role as no two days are the same. He builds strong long-lasting relationships with his clients and seeing them reach their goals is hugely rewarding.

Jonathan takes pride in seeing individuals within the practice with whom he has played a part in their development, and progress in their own roles.

Check out Jonathan’s VouchedFor profile here.